Cap Group Municipal IncomeCGMUETF
13F holders, Q2 2026 (June 30)348holders +16
29new positions
16sold out
2famous investors
$27.47avg. 13F price*
At the end of Q2 2026, 348 institutions reported holding Cap Group Municipal Income (CGMU) in their 13F filings, up 16 from Q1 2026. 29 opened new positions and 16 sold out. The largest holders were Capital International Investors ($1.4B), Envestnet Asset Management Inc. ($376.4M) and LPL Financial LLC ($318.4M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Cap Group Municipal Income
- Filed as
- CAPITAL GRP FIXED INCM ETF T (Q2 2026)
- CUSIP
- 14020Y201
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $22.8M |
| Exits | 16 | $22.7M |
All 13F filers, Q1 2026 → Q2 2026: 22,060,369 shares bought and 2,821,089 shares sold, net +19,239,280 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 348 holders
| Capital International Investors | 0.29% | Add +7.3% | 50,129,642 | $1.4B |
| Envestnet Asset Management Inc. | 0.09% | Add +6.7% | 13,701,352 | $376.4M |
| LPL Financial LLC | 0.07% | Add +14.1% | 11,590,616 | $318.4M |
| Morgan Stanley | 0.02% | Add +5.3% | 10,864,259 | $298.4M |
| Northwestern Mutual Wealth Management Co. | 0.15% | Add +12.9% | 9,893,297 | $271.8M |
| Wells Fargo & Company | 0.04% | Add +15.3% | 8,666,614 | $238.1M |
| Jones Financial Companies LLLP | 0.06% | Add +39.0% | 5,493,642 | $151.1M |
| Cetera Investment Advisers | 0.13% | Add +6.1% | 5,174,365 | $142.1M |
| UBS Group AG | 0.02% | Add +5.3% | 4,610,111 | $126.6M |
| Raymond James Financial Inc. | 0.03% | Add +36.6% | 3,861,789 | $106.1M |
| Commonwealth Equity Services, LLC | 0.10% | Reduce -0.7% | 2,929,467 | $80.5M |
| Osaic Holdings, Inc. | 0.09% | Add +23.4% | 2,862,085 | $78.6M |
| MML Investors Services, LLC | 0.14% | Add +20.3% | 2,479,147 | $68.1M |
| Bank of America Corp. | 0.00% | Add +42.2% | 2,412,135 | $66.3M |
| Stifel Financial Corp. | 0.05% | Add +6.5% | 2,228,862 | $61.2M |
| Cambridge Investment Research Advisors, Inc. | 0.13% | Add +3.1% | 2,160,787 | $59.4M |
| Capital Group Private Client Services, Inc. | 0.75% | Add +22.3% | 1,946,260 | $53.5M |
| Blue Chip Partners, LLC | 2.75% | Reduce -4.1% | 1,585,807 | $43.6M |
| Royal Bank of Canada | 0.01% | Add +17.0% | 1,581,945 | $43.5M |
| Great Valley Advisor Group, Inc. | 0.69% | Add +6.4% | 1,579,564 | $43.4M |
| JPMorgan Chase & Co. | 0.00% | Add +56.8% | 1,527,399 | $42.0M |
| Assetmark, Inc. | 0.07% | Add +10.7% | 1,388,326 | $38.1M |
| Venturi Wealth Management, LLC | 1.40% | Add +4.2% | 1,321,147 | $36.3M |
| Vestmark Advisory Solutions, Inc. | 0.34% | Reduce 0.0% | 1,308,396 | $35.9M |
| Natixis Advisors, LLC | 0.04% | Add +53.2% | 1,261,457 | $34.7M |
| Confluence Wealth Services, Inc. | 0.92% | Add +4.5% | 1,168,831 | $32.1M |
| Sei Investments Co. | 0.03% | Add +19.6% | 1,154,308 | $31.7M |
| Beacon Pointe Advisors, LLC | 0.14% | Add +7.5% | 1,086,840 | $29.9M |
| Capital Analysts, LLC | 0.68% | Add +12.5% | 1,078,448 | $29.6M |
| Janney Montgomery Scott LLC | 0.05% | Add +18.5% | 946,844 | $26.0M |
| Larson Financial Group LLC | 0.67% | Add +20.7% | 917,990 | $25.2M |
| J. Derek Lewis & Associates Inc. | 4.60% | Add +8.0% | 885,576 | $24.3M |
| Truist Financial Corp. | 0.03% | Add +13.9% | 871,296 | $23.9M |
| Aprio Wealth Management, LLC | 1.14% | Reduce -7.7% | 836,728 | $23.0M |
| Kestra Advisory Services, LLC | 0.07% | Add +23.1% | 748,312 | $20.6M |
| Orion Porfolio Solutions, LLC | 0.16% | Add +8.0% | 742,297 | $20.4M |
| Private Advisor Group, LLC | 0.09% | Reduce -20.5% | 722,530 | $19.8M |
| Clear Trail Advisors, LLC | 2.78% | Add +29.5% | 663,356 | $18.2M |
| Hunter Associates Investment Management LLC | 1.84% | Add +4.0% | 582,270 | $16.0M |
| Principal Securities, Inc. | 0.18% | Add +8.1% | 539,112 | $14.8M |
| EP Wealth Advisors, LLC | 0.05% | Add +4.3% | 516,264 | $14.2M |
| Mosaic Family Wealth Partners, LLC | 0.86% | Add +127.4% | 461,043 | $12.7M |
| Kestra Private Wealth Services, LLC | 0.14% | Add +1.3% | 456,014 | $12.5M |
| Mb, Levis & Associates, LLC | 4.28% | Add +6.6% | 422,343 | $11.6M |
| EnRich Financial Partners LLC | 2.71% | Add +2.4% | 415,313 | $11.4M |
| RMR Wealth Builders | 0.71% | Add +7.5% | 414,630 | $11.4M |
| &partners | 0.05% | Add +15.1% | 408,202 | $11.2M |
| Benjamin Edwards Inc. | 0.10% | Add +20.8% | 404,334 | $11.1M |
| Creative Financial Designs Inc. | 0.53% | Add +212.6% | 402,606 | $11.1M |
| Baird Financial Group, Inc. | 0.01% | Add +14.4% | 387,615 | $10.6M |
| Michael Brady & Co., LLC | 9.27% | Add +29.4% | 382,401 | $10.5M |
| Renaissance Technologies | 0.01% | Add +1652.7% | 378,400 | $10.4M |
| Boulder Wealth Advisors, LLC | 3.78% | Add +11.1% | 377,874 | $10.4M |
| Stonebridge Financial Group, LLC | 0.74% | Add +8.8% | 356,633 | $9.8M |
| Per Stirling Capital Management, LLC. | 0.90% | Add +152.6% | 345,566 | $9.5M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Add +19.4% | 333,857 | $9.2M |
| Robinson Smith Wealth Advisors LLC | 5.37% | Reduce -6.8% | 326,095 | $9.0M |
| NewEdge Advisors, LLC | 0.03% | Add +45.4% | 326,066 | $9.0M |
| Koshinski Asset Management, Inc. | 0.47% | Add +4.4% | 323,544 | $8.9M |
| Hartmann Taylor Wealth Management, LLC | 5.87% | No change | 326,554 | $8.9M |
| Jacobi Capital Management LLC | 0.43% | Reduce -1.0% | 317,921 | $8.7M |
| Alliance Private Wealth, LLC | 3.01% | Reduce -11.3% | 315,801 | $8.7M |
| McNamara Financial Services, Inc. | 1.45% | Add +17.9% | 305,929 | $8.4M |
| Cannon Financial Strategists, Inc. | 0.96% | Add +105.3% | 305,784 | $8.4M |
| Beto Financial Group, LLC | 4.38% | Add +0.6% | 305,624 | $8.3M |
| New England Capital Financial Advisors LLC | 1.91% | Add +3.0% | 291,291 | $8.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 285,973 | $7.9M |
| Gutierrez Wealth Advisory, LLC | 4.31% | Reduce -13.2% | 271,595 | $7.5M |
| Clarity Asset Management, Inc. | 3.62% | Add +599.5% | 268,763 | $7.4M |
| Copper Harbor Investment Advisors, LLC | 1.54% | — | 264,359 | $7.3M |
| Envision Financial Planning, LLC | 2.36% | Add +8.9% | 263,987 | $7.3M |
| Visionary Wealth Advisors | 0.28% | Add +2.8% | 261,200 | $7.2M |
| Wealthcare Advisory Partners LLC | 0.13% | Add +1.8% | 257,734 | $7.1M |
| Vaquero Private Wealth, Ltd. | 1.42% | — | 251,465 | $6.9M |
| Ashton Thomas Private Wealth, LLC | 0.14% | Add +6.9% | 247,481 | $6.8M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -1.0% | 245,076 | $6.7M |
| Arax Advisory Partners | 0.04% | Add +156354.2% | 242,504 | $6.7M |
| Summit Financial, LLC | 0.07% | Reduce -12.4% | 241,477 | $6.6M |
| Park Avenue Securities LLC | 0.04% | Add +40.2% | 239,430 | $6.6M |
| Vicus Capital | 0.42% | Add +143.1% | 237,250 | $6.5M |
| Legacy Private Trust Co. | 0.36% | Add +56.9% | 234,091 | $6.4M |
| Cauble & Harre Wealth Management, Inc. | 5.06% | Add +2.1% | 229,441 | $6.3M |
| IMPACTfolio, LLC | 2.32% | Add +6.0% | 224,209 | $6.2M |
| Cornerstone Advisors Asset Management, LLC | 0.80% | Add +23.9% | 223,595 | $6.1M |
| Equitable Holdings, Inc. | 0.04% | Add +38.3% | 215,656 | $5.9M |
| Penney Financial, LLC | 2.03% | Add +14.3% | 211,497 | $5.8M |
| World Investment Advisors | 0.09% | Add +0.0% | 205,431 | $5.6M |
| Arq Wealth Advisors, LLC | 0.68% | New | 201,026 | $5.5M |
| Modern Wealth Management, LLC | 0.06% | Add +107.5% | 196,849 | $5.4M |
| Stephens Inc. | 0.06% | Add +72.8% | 196,215 | $5.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -0.2% | 195,645 | $5.4M |
| Cerity Partners LLC | 0.01% | Add +16.6% | 194,341 | $5.3M |
| Cullen/Frost Bankers, Inc. | 0.05% | Add +17.8% | 193,766 | $5.3M |
| Kintra Wealth, LLC | 0.28% | Add +188.6% | 194,705 | $5.3M |
| Eq Wealth Advisors, LLC | 2.87% | Add +1.3% | 190,366 | $5.2M |
| Mutual Advisors, LLC | 0.10% | Add +0.9% | 189,778 | $5.2M |
| Fifth Third Bancorp | 0.01% | Add +11.1% | 174,513 | $4.8M |
| Leverty Financial Group, LLC | 0.89% | Add +16.2% | 167,503 | $4.6M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +4.7% | 165,717 | $4.6M |
| Advyzon Investment Management, LLC | 0.33% | Add +7.2% | 163,883 | $4.5M |
"% of holder's portfolio" is CGMU's weight in each manager's 13F, not the share of Cap Group Municipal Income the manager owns.